Configure Custom Fields
Creating & managing custom fields
Last updated
Creating & managing custom fields
Last updated
Custom fields in MangoApps allow you to add additional data to files, enhancing your workflow by enabling you to track information such as deadlines, priority, cost, or any other relevant detail. This guide will walk you through the steps to manage custom fields effectively.
MangoApps provides various field types for custom fields:
Single Line Text
Multiple Line Text
Multiple Choices (Multiple Selection)
Multiple Choices (Single Selection)
Calendar Lookup
User Typeahead
Phone Number
Custom fields are displayed in the Advanced search filters in the Files module on the User Portal. They are shared between the Files and Media Library modules, meaning custom fields created in one module are visible in the other.
Custom fields are displayed in the Advanced search filters in the Files module on the User Portal.
The Files and Media Library modules share custom fields in MangoApps. Custom fields created in the Media Library module are displayed in the Files module and vice versa.
To add a new custom field:
In the Setup Custom Fields pop-up, click the New Custom Field button.
Enter the name for the new custom field in the Field Name text box.
Select the type of the field from the drop-down list.
Mark the Required check box to set the custom field as a mandatory field when uploading a media file on the User Portal.
Enter the choices for the field. You can click the Add New Choice link to add more choices for the field.
Click the Save button.
Drag-and-drop the field to reorder it. This is a optional step.
Click the Close button to exit the pop-up.
Custom fields marked as Required are mandatory when a user uploads files from the User Portal.
Deleting a custom field only removes the association of the field from the files.
Mark/unmark the file fields to show/hide on the Files page. By default, the File Image and File name fields are enabled and CANNOT be disabled.
Click the Save button to apply the field settings to the Files module.
The prerequisites to upload files to a MangoApps folder via email are:
The user MUST be a part of the MangoApps domain with a valid company email ID matching their profile in the domain or the email ID in the Accepted List (Admin Portal > Email > Accepted List), AND
The user MUST be an Active network user, AND
The user MUST have permissions to upload files to the folder they are uploading the files to.
Hover over the (More Options) button and then click Configure Custom Fields option to open the Setup Custom Fields pop-up.
In the Setup Custom Fields pop-up, click the(three dots) button for a field and then click Edit to edit the custom field or click Delete to delete the custom field.
Hover over the (More Options) button and then click Show/Hide Fields.
